双良节能(600481.SH):间接参与相关商业航天项目 未直接与SpaceX合作
Shuangliang Eco-EnergyShuangliang Eco-Energy(SH:600481) 智通财经网·2026-02-12 10:47

Core Viewpoint - Recently, the company announced the acquisition of three overseas orders for high-efficiency heat exchangers, totaling approximately €1.7 million, to support the expansion of SpaceX's fuel production system at its launch base [1][2]. Group 1: Order Details - The three orders were signed on October 25, 2025, and January 9, 2026, with a total value of approximately €1.7 million, equivalent to about RMB 13.92 million [1]. - The total order amount represents approximately 0.11% of the company's audited revenue for the fiscal year 2024, indicating that it will not have a significant impact on the company's operating performance [1]. Group 2: Business Context - The company's main products include energy-saving and water-saving products, new energy equipment, and photovoltaic products, with key applications in sectors such as new energy generation, steel, coal chemical, and thermal power [2]. - The recent orders are not part of the company's primary application areas, as commercial aerospace is not a major focus; instead, the company is indirectly involved in commercial aerospace projects by supplying heat exchangers for fuel projects to international industrial gas companies [2]. - The acquisition of related orders is significantly influenced by the construction and expansion plans of commercial aerospace projects, indicating a degree of uncertainty in future order acquisition [2].